A Lasting Legacy is built with every Charitable Trust

A Charitable Trust can provide for support in the donor's name for years to come.

Creating a charitable trust gives you the opportunity to make gifts and donations to the causes you wish to support.
Charitable trusts typically survive the donor, so that the charity
receives ongoing support in the donor's name for years to come. Many donors prefer
ongoing support from their Charitable Trust as opposed to a one-time, lump-sum donation.

There are two primary types of charitable trusts: "charitable remainder trusts"
(CRTs), which provide an income stream to the donor's family, with remaining assets
to the charity after a period of time, and "charitable lead trusts" (CLTs), which
provide a current stream of income to the charity for a period, with the remaining
assets passing back to the donor or beneficiaries at the trust's termination.

Charitable trusts are usually irrevocable and designed to comply with tax laws to make best
use of charitable tax deductions and credits. Please consult with your tax planning
professional.

As a trustee of a charitable trust, Stifel Trust provides these services:

Administration of the trust according to its terms

Prudent management of trust assets

Safekeeping of assets

Collection of dividends, interest, and other income

Efficient cash management

Calculation of "unitrust" or "annuity trust" payments

Payments to beneficiaries

Preparation of the trust's income tax return

Proxy voting

Monthly statements

To see if Stifel Trust can help build your legacy with a Charitable Trust, contact your Stifel Financial Advisor.

References to Stifel may apply to parent company Stifel Financial Corp.
or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated. Trust services are provided by Stifel
Trust Company, N.A., a wholly owned subsidiary of Stifel Financial Corp. and affiliate of Stifel, Nicolaus & Company, Incorporated,
Member SIPC & NYSE. Unless otherwise specified, products purchased from or held by Stifel Trust Company, N.A. are not insured by the
FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Company, N.A., are not guaranteed by
Stifel Trust Company, N.A., and are subject to investment risks, including possible loss of the principal invested. Stifel Trust
Company, N.A. does not provide legal or tax advice.